Richard Darren Simons
Professional Summary
Richard Darren Simons, who also goes by R Darren Simons, is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS located in Alpine, Utah. Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Richard has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
R Darren Simons
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | SKYE WEALTH MANAGEMENT | SAVVY FINANCIAL | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | PLAN TO INVEST CAPITAL MANAGEMENT INC. | NORTHPOINTE PRIVATE WEALTH | NAVIGEN WEALTH MANAGEMENT | MORSE CAPITAL PARTNERS | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | EMERALD FINANCIAL GROUP | DANTAS FINANCIAL | BLUEPRINT FINANCIAL ADVISORS LLC | BLUEPRINT FINANCIAL ADVISORS | BLUEGRASS INVESTMENT COMPANY | BLUEGRASS CAPITAL ADVISORS
Contact Information
Main Address
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204Phone Number
(844) 200-2568# of Employees
47SEC notice filing (24 States and Territories)
Registered to provide investment advisory services in 24 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,330AUM (Assets Under Management)
$1,413,379,200Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | SKYE WEALTH MANAGEMENT | SAVVY FINANCIAL | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | PLAN TO INVEST CAPITAL MANAGEMENT INC. | NORTHPOINTE PRIVATE WEALTH | NAVIGEN WEALTH MANAGEMENT | MORSE CAPITAL PARTNERS | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | EMERALD FINANCIAL GROUP | DANTAS FINANCIAL | BLUEPRINT FINANCIAL ADVISORS LLC | BLUEPRINT FINANCIAL ADVISORS | BLUEGRASS INVESTMENT COMPANY | BLUEGRASS CAPITAL ADVISORS
State Registrations and Notice Filings
(7/29/2026)
(7/23/2026)
(7/28/2026)
(7/28/2026)
(7/29/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1995About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Richard Darren Simons's CRS (Customer Relationship Summary).
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